- Location
- Pune, IN
- Work mode
- On-site
- Employment
- Full-time
- Experience
- Mid-level
About the role
Trust Analyst Resolves private banking deals related to products and services for internal and external clients; ensures compliance with current banking laws and regulations. Key Responsibilities and Duties Introduces products and services to high net worth clients. Builds relationships with internal and external customers through the utilization of appropriate tools or technologies. Reviews day-to-day execution of private banking deals to ensure quality and efficiency. Monitors private banking…
Requirements
- knowledge of private banking products and processes
- understanding of banking laws and regulations
- ability to resolve and monitor banking deals
Skills
- private banking
- deal monitoring
- compliance
- banking regulations
- client relationship management
- wealth management
- hni onboarding
- risk assessment
- crm tools
About the company
TIAA
Posted via Adzuna
How to apply
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